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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-23 |
Branch Locations
1408 N West Shore Blvd Ste 116, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anthony Garcia Insurance Agency | Wellington | FL | 08/2019 | 08/2024 |
| Pga National Resort And Spa | Palm Beach Gardens | FL | 04/2018 | 08/2019 |
| Grieco Chevrolet | Fort Lauderdale | FL | 11/2017 | 04/2018 |
| Palm Beach Marriott Singer Island Beach Resort And Spa | Riviera Beach | FL | 04/2015 | 11/2017 |
| State Farm Vp Management Corp | Wellington | FL | 10/2023 | 08/2024 |
| State Farm Vp Management Corp | Odessa | FL | 08/2024 | 11/2024 |
| State Farm Investment Management Corp | Odessa | FL | 08/2024 | 11/2024 |
| State Farm Insurance | Odessa | FL | 08/2024 | 11/2024 |
| State Farm Insurance | Tampa | FL | 12/2024 | 12/2024 |
| State Farm Investment Management Corp | Tampa | FL | 12/2024 | Present |
| State Farm Vp Management Corp | Tampa | FL | 12/2024 | Present |
| Adrian Duque Insurance Agency | Tampa | FL | 12/2024 | Present |
1) Adrian Duque's Insurance Agency; Investment-related; 1408 N West Shore Blvd Ste 116 Tampa, FL 33607; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2024; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-12 |
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